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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,536 | $95,453+78.7% | $112,040+52.2% | $82,448+106.8% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.5%+20.9pp | 68.1%+29.4pp |
| Annual return | 18.55% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,490 | $2,318+50.6% | $2,954+18.1% | $2,551+36.8% |
| Participant deferral / active EE | $6,875 | $4,224+62.8% | $5,098+34.9% | $4,139+66.1% |
| Admin fee / account holder | $18,688 | $9,013+107.3% | $12,098+54.5% | $7,234+158.3% |